Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mirae Asset Great Consumer Fund compare
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4754 Cr | ₹1584 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹99 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2011 | 15 May 2006 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 33% | 57% |
| Expense Ratio | 1.86 | 2.19 |
| Manager | Ankit Jain | Ashish Aggarwal |
| ISIN Code | INF769K01135 | INF903J01561 |
| Exits Load | Mirae Asset Great Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | -8.31% | -7.82% |
| 6 Month | -6.12% | -7.33% |
| 1 Year | 2.37% | -0.58% |
| 3 Year | 15.06% | 14.47% |
| 5 Year | 15.14% | 13.6% |
SIP Return Analysis
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | -8.98% | -9.02% |
| 1 Year | -8.63% | -11.38% |
| 3 Year | 6% | 5.68% |
| 5 Year | 11.46% | 10.71% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 15.3% | 13.23% |
| 3 Year | 17.76% | 14.75% |
| 5 Year | 17.63% | 12.82% |
Risk Management
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 12% | 11.59% |
| Sharp | 0.79% | 0.76% |
| Beta | 1% | 0.91% |
| Alpha | -1.49% | -1.45% |
Fund Managers
| Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Name | Ankit Jain | Ashish Aggarwal |
| Total AUM | ₹47966 Cr | ₹9635 Cr |
| Funds Managed | 4 | 7 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
| Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 8.26 | 3.53 |
| Mid Cap | 7.32 | 8.77 |
| Large Cap | 65.86 | 72.19 |
| Small Cap | 18.56 | 15.51 |
Sector Allocation
| Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 1.02 | 1.29 |
| Consumer Cyclical | 54.5 | 46.69 |
| Basic Materials | 7.26 | 1.68 |
| Consumer Defensive | 21.83 | 28.44 |
| Technology | 2.25 | - |
| Communication Services | 6.96 | 12.61 |
| Healthcare | 2.55 | 3.72 |
| Industrials | 3.64 | 0.53 |
| Financial Services | - | 3.1 |
| Real Estate | - | 1.96 |
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